Iron Horse Wealth Management’s American Express AXP Stock Holding History

Iron Horse Wealth Management’s Portfolio AXP Stock Details AXP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$204K	Buy	639 +2	+0.3%	+$563	0.06%	56
2025 Q1	$171K	Sell	637 -29	-4%	-$8.57K	0.06%	54
2024 Q4	$198K	Sell	666 -22	-3%	-$6.32K	0.07%	52
2024 Q3	$187K	Buy	688 +1	+0.1%	+$249	0.06%	51
2024 Q2	$159K	Buy	687 +587	+587%	+$136K	0.06%	51
2024 Q1	$22.8K	Hold	100	–	–	0.01%	130
2023 Q4	$18.7K	Hold	100	–	–	0.01%	127
2023 Q3	$14.9K	Hold	100	–	–	0.01%	140
2023 Q2	$17.4K	Hold	100	–	–	0.01%	117
2023 Q1	$16.5K	Hold	100	–	–	0.01%	122
2022 Q4	$15K	Hold	100	–	–	0.01%	115
2022 Q3	$13K	Hold	100	–	–	0.02%	80
2022 Q2	$14K	Hold	100	–	–	0.01%	113
2022 Q1	$19K	Hold	100	–	–	0.01%	110
2021 Q4	$16K	Hold	100	–	–	0.01%	107
2021 Q3	$17K	Hold	100	–	–	0.01%	95
2021 Q2	$17K	Hold	100	–	–	0.01%	98
2021 Q1	$14K	Hold	100	–	–	0.01%	95
2020 Q4	$12K	Buy	+100	New	+$11.1K	0.01%	98

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Iron Horse Wealth Management's AXP Position: Q2 2025 in Review

Iron Horse Wealth Management increased its American Express (AXP) stake by 0.31% in Q2 2025, buying an estimated $563 and bringing the position to 639 shares worth $204K. The position accounts for 0.06% of the portfolio, ranked #56.

Iron Horse Wealth Management first reported a position in AXP in Q4 2020 and has held it in 19 quarters since. 2,709 funds tracked by Wall St. Rank hold AXP as of Q2 2025.

Iron Horse Wealth Management held 639 shares of American Express worth $204K as of Q2 2025.
Iron Horse Wealth Management bought 2 American Express shares in Q2 2025, an estimated $563.
American Express made up 0.06% of Iron Horse Wealth Management's portfolio in Q2 2025, its #56 holding.
Iron Horse Wealth Management first reported a position in American Express in Q4 2020 and has held it in 19 quarters since.
2,709 funds tracked by Wall St. Rank held American Express as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.